What is the Payments Dashboard?
Instead of manually tracking unpaid, overdue, or pending balances, your Payments Dashboard gives you a clear view of all transaction statuses in one convenient place.
How to View and Sort the Dashboard
You can access the Payments Dashboard through the main Dashboard of your Dockwa account.
Here, you'll see a list of transactions which includes helpful information such as transaction IDs, payment due date, and the customer name associated.
You can then use the filtering options at the top of the list to sort and filter entries to prioritize which payments to address first, making it easy to manage multiple outstanding transactions.
Status: Sort by Unpaid, Overdue, Settled, Processing and Scheduled upcoming payments.
Payment Type: Sort by payments marked as Manual or Autopay.
Due Date: Used to sort by the day that the payment was originally due.
Taking Action on Unpaid or Overdue Balances
To resolve an Unpaid or Overdue balance, hover your cursor over the transaction line in question. You'll then see a new View button appear to the far right side.
Click View to be taken to the Reservation, Contract, or Sale associated. There, you'll be able to quickly action the payment as needed. Your dashboard resets once a day at 3:00AM EST, so you'll see any resolved payments drop off this list the following morning.
Please Note: A Reservation, Contract, or Sale can still have an outstanding balance even if cancelled. An unsettled payment on a cancelled order will still show on your Payment Dashboard until settled or cleared.
Specific questions on how to best clear a payment status? Reach out to our Support Team at [email protected] and we'll be happy to help!